Institutional Ownership Jp Morgan Exch Traded Fd Tr Sh (JSCP)
This table provides information about the institutional ownership of Jp Morgan Exch Traded Fd Tr Sh (JSCP). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $516 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,863,913
shares
|
$88.2 Million
0.61% of portfolio
|
Q2 2025
Added 48.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,376,336
shares
|
$65.1 Million
0.01% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,111,660
shares
|
$52.6 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
686,431
shares
|
$32.5 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
375,075
shares
|
$17.7 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
5th Street Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
374,706
shares
|
$17.7 Million
8.86% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
307,590
shares
|
$14.6 Million
3.67% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
297,180
shares
|
$14.1 Million
3.58% of portfolio
|
Q2 2025
Added 1425.41%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
266,880
shares
|
$12.6 Million
3.9% of portfolio
|
Q2 2025
Added 103.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
259,727
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 86.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
258,424
shares
|
$12.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
226,657
shares
|
$10.7 Million
2.18% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
224,086
shares
|
$10.6 Million
2.53% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
216,731
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2025
Added 220.51%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
187,727
shares
|
$8.88 Million
0.49% of portfolio
|
Q2 2025
Added 42.41%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
166,761
shares
|
$7.89 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
164,368
shares
|
$7.78 Million
0.49% of portfolio
|
Q1 2025
Added 39.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
141,598
shares
|
$6.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
137,036
shares
|
$6.48 Million
0.63% of portfolio
|
Q2 2025
Added 18.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
124,032
shares
|
$5.87 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
119,131
shares
|
$5.64 Million
0.14% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
111,557
shares
|
$5.28 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
95,487
shares
|
$4.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.84%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
91,435
shares
|
$4.33 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
84,916
shares
|
$4.02 Million
2.05% of portfolio
|
Q2 2025
New holding
|